AI facts
As at Fri 9 Oct 2026Withnell Fold, a Preston law firm, has no order form, no ARR and no invoices with BG-Demo. One open new-business Starter deal sits at the CRM demo stage, with an amount of £28k, an annual value of £22k and an expected close on 3 Dec 2026. No platform usage or tickets are on record. A proposal call is booked for 19 Oct 2026. Georgina Aspinall wants the managing partner to sign off before any rollout is booked.
Profile
Updated 9 Oct 26- IndustryLegal servicesSource: CRM company record
- Websitewithnellfold.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityPrestonSource: CRM company record
- Size220 employeesSource: CRM company record
- CRM ownerHarvey DoyleSource: CRM company record · Account Executive
- TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
- StateProspectSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
AI opinion
As at Fri 9 Oct 2026Prospect, because the firm is engaged but not committed. Both leaders want a written price split and security answer, and the managing partner must sign off before anything is booked. The opportunity is a Starter subscription for the business development team, with the practice system connector owned by Jill Ashcroft.
Key facts
Updated 9 Oct 26- Open dealDemo · £28,000Source: CRM deal Withnell Fold – New · new deal · Expected close 3 Dec 2026 · Owner Harvey Doyle
- Last contact5 Oct 2026Call: Withnell Fold / BG-Demo – Demo · 4 days before 9 Oct 2026
Next step
As at Fri 9 Oct 2026- What
- Harvey Doyle sends Anthony Cottam and Georgina Aspinall a written price split for the Starter deal, together with the security and junior staff names answers, ahead of the 19 Oct 2026 proposal call. proposal
- Who
Harvey Doyle- When
- This week by 9 Oct 2026
- Why
- Harvey Doyle sends Anthony Cottam and Georgina Aspinall the written price split, with Theo Gallagher's security and junior-name answers, before the 19 Oct 2026 proposal call, because the managing partner wants these in writing.
The story
As at Fri 9 Oct 2026Prospect: Withnell Fold has no contract or billing. One open Starter deal sits at the CRM demo stage with an expected close on 3 Dec 2026. Managing partner sign-off and a written price split are still needed before the 19 Oct 2026 proposal call.
Prospect. Withnell Fold, a Preston law firm, has no order form, ARR or invoices, and its open Starter deal sits at the CRM demo stage at £28k against a £22k annual value, expected to close 3 Dec 2026.
No platform usage or tickets are on record. Georgina Aspinall, Head of Business Development, is the champion and joined both calls, and Jill Ashcroft, Practice Systems Manager, wants to own the practice system connector.
Anthony Cottam, Managing Partner, wants the price split and security answer in writing and fears another system left unused. The main risks are the unconfirmed price basis and his sign-off, which must come before anything is booked.
Harvey Doyle sends Anthony and Georgina the written price split, with Theo Gallagher's security and junior staff names answers, by 9 Oct 2026. This comes ahead of the proposal call booked for 19 Oct 2026 at 14:45.
ARR journey
Finance read
As at Fri 9 Oct 2026Prospect, one open deal
Withnell Fold has no ARR and no billing. One open new-business Starter deal sits at demo stage, with an expected close on 3 Dec 2026. It is a forecast, not a win.
- No order form, so no ARR
- One open Starter deal at demo stage
- Expected close 3 Dec 2026
The analysis
Recurring revenue: there is no order form and no ARR on record. The CRM shows £0 over one record at the opportunity stage.
Next commitment: none is contracted. The open new-business deal is at demo stage with an expected close on 3 Dec 2026.
Billing: there are no invoices, so nothing is owed, overdue or disputed. CRM ARR, the invoiced run rate and order-form ARR all read £0, so there is no difference to reconcile.
Deals: the open Starter deal has an amount of £28k and an annual value of £22k. It was created on 25 Aug 2026 and is owned by Harvey Doyle, who is active in HR. It is a forecast until closed won.
Made from 1 deal · 2 fact tables
History by quarter
As at Fri 9 Oct 2026Each earlier quarter in one AI digest of its calls, email threads, tickets and news, newest first; from 1 Jul 2026 the assessment reads every one of them itself.
- Q3 2025
Q3 2025: one news item, routine results
One read in the period: a news item of 18 Sep 2025 on Withnell Fold's results and a stated business development focus. No acquisition, new executive or restructuring. Context for a routine conversation only.
The analysis
News: this period holds one read, a news item dated 18 Sep 2025. North West Legal Courier reported that Withnell Fold, a Preston law firm, published its results and said its business development team will receive more attention in the coming year.
Detail: the firm did not give detailed figures. It wants to make client service more consistent as its practice grows.
Weight: the read judges the item low significance and neutral. It reports no acquisition, new executive or restructuring, so nothing in it changes the account.
Opportunity: the read notes that a growing business development team may want more consistent client information. Its suggested next step is to ask at the next routine contact how the plans affect the firm's teams.
Open at the end: there were no calls, email threads or tickets in the period. The evidence does not show any customer voice, contract event, usage signal or commitment in these three months.
Made from 1 news item
Platform usage
Documents
Open deals
| Deal | Stage | Amount | Close |
|---|---|---|---|
| Withnell Fold – New | demo | £28,000 | 3 Dec 2026 |
Open tickets
Activity
- Upcoming
- 15 Oct 2026upcoming eventBG-Demo webinar
+36 - 19 Oct 2026upcoming callWithnell Fold / BG-Demo – Proposal
- Held
- 5 Oct 2026callWithnell Fold / BG-Demo – Demo
+1 - 15 Sep 2026callWithnell Fold / BG-Demo – Discovery
- 25 Aug 2026dealWithnell Fold – New
- 18 Sep 2025newsWithnell Fold publishes results and outlines business development plans
Contacts
Evidence trail
Updated 9 Oct 26Withnell Fold's pages are written from 4 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 4 AI summaries of 5 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 5 pages. 3 AI records in this trail are not written yet.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Withnell Fold / BG-Demo – Discovery entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- call_recorder/calls.csv call_260_001 raw row
- Withnell Fold entity
- Withnell Fold / BG-Demo – Demo entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- call_recorder/calls.csv call_260_002 raw row
- Withnell Fold entity
- Withnell Fold / BG-Demo – Proposal entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- call_recorder/calls.csv call_260_003 raw row
- Withnell Fold entity
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/deal_line_items.csv deal_260_01:1 raw row
- crm/deal_line_items.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:1 raw row
- crm/deal_stage_history.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:3 raw row
- +1 more
- Withnell Fold entity
- BG-Demo webinar entity
- event_platform/events.csv evt_1473_webinar raw row
- event_platform/registrations.csv evt_1473_webinar:per_0902 raw row
- event_platform/registrations.csv evt_1473_webinar:per_12102 raw row
- event_platform/registrations.csv evt_1473_webinar:per_12602 raw row
- event_platform/registrations.csv evt_1473_webinar:per_12801 raw row
- event_platform/registrations.csv evt_1473_webinar:per_1402 raw row
- +33 more
- Withnell Fold publishes results and outlines business development plans entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- news_feed/articles.csv news_260_001 raw row
- Withnell Fold entity
- Withnell Fold / BG-Demo – Discovery entity
- AI opinion page block
- Withnell Fold: prospect at demo stage AI record
- Prospect, one open deal AI record
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/deal_line_items.csv deal_260_01:1 raw row
- crm/deal_line_items.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:1 raw row
- crm/deal_stage_history.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:3 raw row
- +1 more
- Withnell Fold entity
- facts.arr_monthly:org_260 facts table
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/deal_line_items.csv deal_260_01:1 raw row
- crm/deal_line_items.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:1 raw row
- crm/deal_stage_history.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:3 raw row
- +1 more
- Withnell Fold entity
- Withnell Fold – New entity
- facts.reconciliation_t0:org_260 facts table
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/deal_line_items.csv deal_260_01:1 raw row
- crm/deal_line_items.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:1 raw row
- crm/deal_stage_history.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:3 raw row
- +1 more
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold – New entity
- Discovery call: pipeline visibility AI record
- Withnell Fold / BG-Demo – Discovery entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- call_recorder/calls.csv call_260_001 raw row
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold / BG-Demo – Discovery entity
- Demo: practice system connector and rollout AI record
- Withnell Fold / BG-Demo – Demo entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- call_recorder/calls.csv call_260_002 raw row
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold / BG-Demo – Demo entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Q3 2025: one news item, routine results AI record
- Withnell Fold publishes results and outlines business development plans AI record
- Withnell Fold publishes results and outlines business development plans entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- news_feed/articles.csv news_260_001 raw row
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold publishes results and outlines business development plans entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold publishes results and outlines business development plans AI record
- Georgina Aspinall, Head of Business Development AI record
- Discovery call: pipeline visibility AI record
- Withnell Fold / BG-Demo – Discovery entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- call_recorder/calls.csv call_260_001 raw row
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold / BG-Demo – Discovery entity
- Demo: practice system connector and rollout AI record
- Withnell Fold / BG-Demo – Demo entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- call_recorder/calls.csv call_260_002 raw row
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold / BG-Demo – Demo entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Georgina Aspinall entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/contacts.csv per_26001:org_260 raw row
- Withnell Fold entity
- Discovery call: pipeline visibility AI record
- +3 more
- Prospect, one open deal AI record
- Withnell Fold: prospect at demo stage AI record
- ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_260 facts table
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/deal_line_items.csv deal_260_01:1 raw row
- crm/deal_line_items.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:1 raw row
- crm/deal_stage_history.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:3 raw row
- +1 more
- Withnell Fold entity
- Withnell Fold – New entity
- facts.arr_monthly:org_260 facts table
- AI facts page block
- Withnell Fold: prospect at demo stage AI record
- Prospect, one open deal AI record
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/deal_line_items.csv deal_260_01:1 raw row
- crm/deal_line_items.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:1 raw row
- crm/deal_stage_history.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:3 raw row
- +1 more
- Withnell Fold entity
- facts.arr_monthly:org_260 facts table
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/deal_line_items.csv deal_260_01:1 raw row
- crm/deal_line_items.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:1 raw row
- crm/deal_stage_history.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:3 raw row
- +1 more
- Withnell Fold entity
- Withnell Fold – New entity
- facts.reconciliation_t0:org_260 facts table
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/deal_line_items.csv deal_260_01:1 raw row
- crm/deal_line_items.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:1 raw row
- crm/deal_stage_history.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:3 raw row
- +1 more
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold – New entity
- Discovery call: pipeline visibility AI record
- Withnell Fold / BG-Demo – Discovery entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- call_recorder/calls.csv call_260_001 raw row
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold / BG-Demo – Discovery entity
- Demo: practice system connector and rollout AI record
- Withnell Fold / BG-Demo – Demo entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- call_recorder/calls.csv call_260_002 raw row
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold / BG-Demo – Demo entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Q3 2025: one news item, routine results AI record
- Withnell Fold publishes results and outlines business development plans AI record
- Withnell Fold publishes results and outlines business development plans entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- news_feed/articles.csv news_260_001 raw row
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold publishes results and outlines business development plans entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold publishes results and outlines business development plans AI record
- Georgina Aspinall, Head of Business Development AI record
- Discovery call: pipeline visibility AI record
- Withnell Fold / BG-Demo – Discovery entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- call_recorder/calls.csv call_260_001 raw row
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold / BG-Demo – Discovery entity
- Demo: practice system connector and rollout AI record
- Withnell Fold / BG-Demo – Demo entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- call_recorder/calls.csv call_260_002 raw row
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold / BG-Demo – Demo entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Georgina Aspinall entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/contacts.csv per_26001:org_260 raw row
- Withnell Fold entity
- Discovery call: pipeline visibility AI record
- +3 more
- Prospect, one open deal AI record
- Withnell Fold: prospect at demo stage AI record
- Contacts page block
- Georgina Aspinall entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/contacts.csv per_26001:org_260 raw row
- Withnell Fold entity
- Anthony Cottam entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/contacts.csv per_26002:org_260 raw row
- Withnell Fold entity
- Jill Ashcroft entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/contacts.csv per_26003:org_260 raw row
- Withnell Fold entity
- Georgina Aspinall entity
- Open deals page block
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/deal_line_items.csv deal_260_01:1 raw row
- crm/deal_line_items.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:1 raw row
- crm/deal_stage_history.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:3 raw row
- +1 more
- Withnell Fold entity
- Withnell Fold – New entity
- Documents (computed from the records; nothing to show yet) page block
- document_store/files.csv * raw row
- Finance read page block
- Prospect, one open deal AI record
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/deal_line_items.csv deal_260_01:1 raw row
- crm/deal_line_items.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:1 raw row
- crm/deal_stage_history.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:3 raw row
- +1 more
- Withnell Fold entity
- facts.arr_monthly:org_260 facts table
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/deal_line_items.csv deal_260_01:1 raw row
- crm/deal_line_items.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:1 raw row
- crm/deal_stage_history.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:3 raw row
- +1 more
- Withnell Fold entity
- Withnell Fold – New entity
- facts.reconciliation_t0:org_260 facts table
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/deal_line_items.csv deal_260_01:1 raw row
- crm/deal_line_items.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:1 raw row
- crm/deal_stage_history.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:3 raw row
- +1 more
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold – New entity
- Prospect, one open deal AI record
- hero page block
- Withnell Fold: prospect at demo stage AI record
- Prospect, one open deal AI record
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/deal_line_items.csv deal_260_01:1 raw row
- crm/deal_line_items.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:1 raw row
- crm/deal_stage_history.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:3 raw row
- +1 more
- Withnell Fold entity
- facts.arr_monthly:org_260 facts table
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/deal_line_items.csv deal_260_01:1 raw row
- crm/deal_line_items.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:1 raw row
- crm/deal_stage_history.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:3 raw row
- +1 more
- Withnell Fold entity
- Withnell Fold – New entity
- facts.reconciliation_t0:org_260 facts table
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- crm/deal_line_items.csv deal_260_01:1 raw row
- crm/deal_line_items.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:1 raw row
- crm/deal_stage_history.csv deal_260_01:2 raw row
- crm/deal_stage_history.csv deal_260_01:3 raw row
- +1 more
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold – New entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold – New entity
- Discovery call: pipeline visibility AI record
- Withnell Fold / BG-Demo – Discovery entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- call_recorder/calls.csv call_260_001 raw row
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold / BG-Demo – Discovery entity
- Demo: practice system connector and rollout AI record
- Withnell Fold / BG-Demo – Demo entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- call_recorder/calls.csv call_260_002 raw row
- Withnell Fold entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Withnell Fold / BG-Demo – Demo entity
- Withnell Fold entity
- crm/companies.csv org_260 raw row
- Q3 2025: one news item, routine results AI record
- +3 more
- Prospect, one open deal AI record
- Withnell Fold: prospect at demo stage AI record
- History by quarter page block
- Key facts page block
- Evidence trail page block
- The story page block
- Next step page block
- Open tickets (computed from the records; nothing to show yet) page block
- Profile page block
- Sources page block
- Platform usage (computed from the records; nothing to show yet) page block
- Usage read (computed from the records; nothing to show yet) page block